user avatar

George Johnson III

Advisor at Discipline Wealth Solutions, Inc.

Updated today
Discipline Wealth Solutions, Inc. logo

Firm

Discipline Wealth Solutions, Inc.

Location

Troy, MI 48084

Credentials

Series 65, Series 66

Industry experience

21 years

About

George Johnson is a financial advisor with Discipline Wealth Solutions, Inc., holding Series 65 and Series 66 licenses and over 21 years of industry experience. His prior roles include positions at CPR Investments Inc, LPL Financial, and Michigan Schools & Government Credit Union. Outside of advisory work, he is involved in business consulting and estate planning assistance through several referral-based activities. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm manages client assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance, and provides ERISA 3(38) investment manager services with participant education.

Client services

Based on Discipline Wealth Solutions, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers 3(38)

Expertise

Based on Discipline Wealth Solutions, Inc.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Based on Discipline Wealth Solutions, Inc.

Founder/Business Owner

Fee options

Fixed

Fixed fees for comprehensive financial planning up to $30,000 per plan, negotiable

Percentage

$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%

Project-based

$125 to $500 per hour based on complexity and experience

Other

Fee-only: Financial planning fixed fees up to $30,000 per plan; hourly fees $125 to $500 per hour

Location

100 West Big Beaver Road, Suite 200

Troy, MI 48084

Most active in

Michigan

Work history

Discipline Wealth Solutions, Inc.

2024 - Present (2 years)

CPR Investments Inc

2021 - 2024 (3 years)

CPR Financial Group LLC

2021 - 2024 (3 years)

Willenbrecht Legal Services, LLC

2018 - 2020 (2 years)

LPL Financial, LLC

2015 - 2020 (5 years)

Michigan Schools & Government Cu

2013 - 2020 (7 years)

LPL Financial, llc

2013 - 2020 (7 years)

George W.. Johnson Financial Advisors

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
user avatar

Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
user avatar

Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
user avatar

David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")